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炬光科技(688167.SH):本輪美國關税調整對公司造成的直接影響有限且處於可控範圍
格隆匯 04-09 16:09

格隆匯4月9日丨炬光科技(688167.SH)在互動平台表示,公司依託全球化的生產運營體系,始終秉持多元市場佈局的戰略理念,產品由分佈於全球各地的生產基地製造,並廣泛銷往中國、歐洲、日韓、美洲等多個區域。以2024年前三季度已公開披露的數據為例,公司境內收入佔比達50%,境外市場中歐洲區域收入佔比38%,亞太區域(除中國外)佔比6%,美洲區域佔比6%。其中,直接由中國出口至美國的產品收入僅佔公司總收入的約1%。基於這一收入結構,本輪美國關税調整對公司造成的直接影響有限且處於可控範圍。 此外,從業務運作的各個環節及流程來看,公司與客户的貿易模式決定了關税的報關及承擔主體為客户。這一安排進一步降低了關税調整對公司經營業績的潛在影響。 公司將積極跟蹤國際、國內政策動態走向,與供應商、客户開展積極主動的溝通,對政策可能發生的變化進行積極響應。

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